DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (email@example.com) for more information on what features are enabled for your use.
Once you are a member of a loan team, you will have access to any loans created by the loan team owner going forward.
Confirming Loan Teams that you are on
1. Click your initials on the pipeline screen.
2. Select Account from the drop-down option.
3. Click Loan Team.
4. You can view all teams that you are on under the Loan Teams I’m on section.
Note: If you would like to be added or removed from a loan team, you will have to request the team owner to add or remove you from their loan team.
Note: This change will not be retroactive and will not assign you any current or past loans.
Resource: Assign individual loans
Version: 1.0 Rev: 8/6/19